LSE - Delayed Quote GBp

7IM Dynamic Planner Portfolio 5 C Inc (0P0001BI7I.L)

104.00
+1.00
+(0.97%)
At close: May 30 at 9:00:00 PM GMT+1
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DELL
  • Previous Close 104.00
  • YTD Return 7.65%
  • Expense Ratio 0.00%
  • Category GBP Allocation 60-80% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.28M
  • Beta (5Y Monthly) --
  • Yield 1.34%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.01
  • Inception Date Sep 18, 2017

The aim of the Sub-fund is to achieve long term capital growth with income generation and to keep the Sub-fund within the pre-determined risk band .

7IM

Fund Family

GBP Allocation 60-80% Equity

Fund Category

1.28M

Net Assets

2017-09-18

Inception Date

Performance Overview: 0P0001BI7I.L

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Trailing returns as of 5/31/2019. Category is GBP Allocation 60-80% Equity.

YTD Return

0P0001BI7I.L
7.65%
Category
0.00%
 

1-Year Return

0P0001BI7I.L
1.95%
Category
0.00%
 

3-Year Return

0P0001BI7I.L
0.00%
Category
0.00%
 

5-Year Return

0P0001BI7I.L
0.00%
Category
0.00%
 

Holdings: 0P0001BI7I.L

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Sector Weightings

Sector0P0001BI7I.L
Healthcare   10.08%
Energy   10.07%
Technology   9.49%
Industrials   8.78%
Real Estate   7.50%
Utilities   3.36%

Recent News: 0P0001BI7I.L

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Research Reports: 0P0001BI7I.L

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